Aditya Birla Sun Life Dynamic Bond Fund vs Kotak Dynamic Bond Fund Regular Plan Growth compare
Kotak Dynamic Bond Fund Regular Plan Growth
Aditya Birla Sun Life Dynamic Bond Fund - Growth - Regular Plan
Chart Comparison
Overview
Scheme Name | Kotak Dynamic Bond Fund Regular Plan Growth | Aditya Birla Sun Life Dynamic Bond Fund - Growth - Regular Plan |
---|---|---|
Fund | Kotak Dynamic Bond Fund Regular Plan Growth | Aditya Birla Sun Life Dynamic Bond Fund - Growth - Regular Plan |
Investment Plan | Growth | Growth |
Level of Risk | Moderately High | Moderate |
Asset Size (Cr) | ₹2826 Cr | ₹1914 Cr |
Min Investment | ₹100 | ₹1000 |
Min SIP Invesment | ₹100 | ₹1000 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 26 May 2008 | 27 Sep 2004 |
Category | Dynamic Bond | Dynamic Bond |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Composite Debt Index B-III | NIFTY Composite Debt Index B-III |
Turn Over | 45% | 24% |
Expense Ratio | 1.33 | 1.23 |
Manager | Abhishek Bisen | Dhaval Joshi |
ISIN Code | INF174K01FA2 | INF209K01793 |
Exits Load | Data not available./365 | Aditya Birla Sun Life Dynamic Bond Fund - Regular Plan - Growth charges 0.5% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Kotak Dynamic Bond Fund Regular Plan Growth | Aditya Birla Sun Life Dynamic Bond Fund - Growth - Regular Plan |
---|---|---|
1 Month | 1.62% | 1.22% |
6 Month | 2.36% | 2.43% |
1 Year | 6.27% | 7.46% |
3 Year | 7.91% | 7.97% |
5 Year | 5.84% | 6.85% |
SIP Return Analysis
Scheme Name | Kotak Dynamic Bond Fund Regular Plan Growth | Aditya Birla Sun Life Dynamic Bond Fund - Growth - Regular Plan |
---|---|---|
6 Month | 1.58% | 1.11% |
1 Year | 6.99% | 7.05% |
3 Year | 7.86% | 8% |
5 Year | 6.89% | 7.57% |
Rolling Lumpsum Returns
Scheme Name | Kotak Dynamic Bond Fund Regular Plan Growth | Aditya Birla Sun Life Dynamic Bond Fund - Growth - Regular Plan |
---|---|---|
1 Year | 8.54% | 7.45% |
3 Year | 8.56% | 7.95% |
5 Year | 8.63% | 8.45% |
Risk Management
Scheme Name | Kotak Dynamic Bond Fund Regular Plan Growth | Aditya Birla Sun Life Dynamic Bond Fund - Growth - Regular Plan |
---|---|---|
Standard Deviation | 2.14% | 2.20% |
Sharp | -0.07% | 0.40% |
Beta | 1.08% | 1.12% |
Alpha | -0.1% | -0.41% |
Fund Managers
Scheme Name | Kotak Dynamic Bond Fund Regular Plan Growth | Aditya Birla Sun Life Dynamic Bond Fund - Growth - Regular Plan |
---|---|---|
Name | Abhishek Bisen | Dhaval Joshi |
Total AUM | ₹0 Cr | ₹361932 Cr |
Funds Managed | 33 | 55 |
Kotak Dynamic Bond Fund Regular Plan Growth | Aditya Birla Sun Life Dynamic Bond Fund - Growth - Regular Plan |
Market Cap
Scheme Name |
Kotak Dynamic Bond Fund Regular Plan Growth |
Aditya Birla Sun Life Dynamic Bond Fund - Growth - Regular Plan |
---|---|---|
Others | 100 | 100 |
Sector Allocation
Scheme Name |
Kotak Dynamic Bond Fund Regular Plan Growth |
Aditya Birla Sun Life Dynamic Bond Fund - Growth - Regular Plan |
---|---|---|
Others | 94.08 | 100 |
Real Estate | 5.92 | - |
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